Sponsor portfolio
DALE TRAVIS ASSOCIATES, INC.
EIN 13-3113637architecture & planningLatest filing 2024
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
5
45 WEST 21 STREET, 6TH. FLOOR - NEW YORK, NY 10010212-243-8373daletravis.comLinkedIn1-10 employeesarchitecture & planning
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | DALE TRAVIS ASSOCIATES, INC. PROFIT SHARING PLAN | ProfitSharing | $1.1M | 5 | 2024 |
Retirement plans